Service contracts: a tour
A tour of Service contracts in Arkon One: Recurring maintenance plans and memberships: jobs and invoices are created for you. and the controls you will use most.
The steps, written out
- Open Service contracts from the Sales and Customers section of the left menu.
- Read the summary tiles at the top: Active contracts, Monthly recurring revenue, Visits due in 30 days, Ending within 60 days.
- Switch to the All tab.
- Switch to the Active tab.
- Switch to the Paused tab.
- Switch to the Expired tab.
- Use the New contract button at the top of the page.
- Use the Plans button at the top of the page.
- Use the Settings button at the top of the page.